Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,982,263
+$401,665 QoQ
Shares Held
5,304
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,258
of 3,418 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $8,348,738 across 10 Aerospace & Defense names. GE ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
5,304 | $1,982,263 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,332 | $1,399,878 | |
| 3 | GD |
General Dynamics Corp
|
3,641 | $1,289,787 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,367 | $1,269,006 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,269 | $646,504 | |
| 6 | RTX |
RTX Corp
|
2,702 | $512,650 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
838 | $426,801 | |
| 8 | BA |
Boeing Co
|
1,454 | $314,747 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,263 | 5,304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,580,598 | 5,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,781,029 | 5,782 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,829,888 | 6,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,613,835 | 6,270 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,281,560 | 6,403 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $987,897 | 5,923 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,034,172 | 5,484 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $659,539 | 6,004 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $669,391 | 7,002 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $583,262 | 6,961 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $465,377 | 7,517 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $415,064 | 6,519 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $593,011 | 6,481 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $622,273 | 6,587 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $690,197 | 6,699 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $728,563 | 54,128 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $618,528 | 47,108 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $513,810 | 47,575 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||